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Global Weekly Picks
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
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US$163.75
FV
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
New
narrative
ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
New
narrative
Coles Group
RO
Robbo
Community Contributor
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.
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AU$22.00
FV
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
New
narrative
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Amazon.com
MI
MichaelP
Content Lead
Growth From AWS, Advertising, and 3P Sellers Will Deliver Huge Cash Flows
Key Takeaways Amazon’s earnings power is much higher than its reported profits - driven by 3P sellers, Advertising and AWS More growth to come from best-in-class customer experience, cross-selling and industry growth trends Continued reinvestment will suppress short to medium-term cash flows and hide profitability Operating leverage will drive revenue growth higher than fixed cost growth, and operating margins will increase. That growth will come from Online retail (and 3P), Cloud computing and advertising revenues Catalysts Business Catalysts Refocusing On The Core Businesses And Opportunities Will Improve Profitability Andrew Jassy’s 2nd shareholder letter from the 2022 annual report outlined the fact that Amazon is choosing to refocus on the core businesses and opportunities that they have long term conviction in.
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US$222.55
FV
3.8% overvalued
intrinsic discount
15.19%
Revenue growth p.a.
Set Fair Value
93
users have liked this narrative
10
users have commented on this narrative
68
users have followed this narrative
8 months ago
author updated this narrative
Bumble
ST
StjepanK
Equity Analyst and Writer
Bumble’s Loss Of Vision Makes It A Dating Market Outsider
Key Takeaways The online dating market is declining as the post-COVID-19 Pandemic growth runs its course. Bumble’s stock performance has been abysmal despite the industry's and the broad market's growth after the IPO.
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US$1.76
FV
257.4% overvalued
intrinsic discount
-48.47%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
5 months ago
author updated this narrative
Advanced Micro Devices
BA
Bailey
Equity Analyst
Hardware Efficiency And Pricing Strategies To Bolster Revenue Growth
Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.
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US$180.10
FV
1.4% undervalued
intrinsic discount
16.50%
Revenue growth p.a.
Set Fair Value
45
users have liked this narrative
3
users have commented on this narrative
47
users have followed this narrative
9 months ago
author updated this narrative
Taiwan Semiconductor Manufacturing
ST
StjepanK
Equity Analyst and Writer
Political Status Quo Will Result in Stable Growth
Key Takeaways A geopolitical status quo means TSMC can remain the market leader It has a healthy balance sheet to invest in R&D and maintain its wide moat Growing industry and large repeat customers will drive double-digit revenue growth The stock has the potential to become a dividend aristocrat Catalysts Industry Catalysts Continuous Demand and Reliance on Chips Will Support Revenue The computing power accessed through microchips is only increasing. It goes beyond smart devices and data centers, and in the 2020s, it is a vital part of the global economy.
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US$118.40
FV
101.8% overvalued
intrinsic discount
-23.21%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
8 months ago
author updated this narrative
Smith Micro Software
SO
SoDanSome
Community Contributor
Old, tired, lacking innovation, limited market
Boring, old, fusty SMSI eeking out an existence until the CEO throws in the towel. Ask these questions: What is the market potential for their latest software seeing that their main product is not available on all US networks, it's made for families, needed by one parent, who can be bothered to pay $10-20 (avg.) monthly for a software that their kids WON'T use - max 16m potential shoppers.
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US$1.00
FV
30.0% undervalued
intrinsic discount
6.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
20 days ago
author updated this narrative
AutoStore Holdings
MA
Mandelman
Community Contributor
AutoStore: A Warehouse Automation Leader with 20% Upside Potential - if growth comes.
Q1 2025 Update Very weak quarter both in terms of order intake 142 mUSD (also including about 30 mUSD for "as a service" orders) vs 182 last Q!, no implications for long term valuation. No need to rush in to this stock.
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NOK 10.50
FV
13.3% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
Nagarro
BR
Broke_Joe
Community Contributor
Nagarro's Digital Leap could Propel Revenue by 10% Over 5 Years
Here is a structured summary of the Nagarro investment narrative (Base Case) : Nagarro 5-Year Investment Narrative (Base Case) Company Overview: Nagarro SE is a German-headquartered digital engineering and IT consulting company specializing in cutting-edge technologies such as cloud transformation, artificial intelligence, and digital product development. It serves a global client base across various industries, including automotive, healthcare, finance, and manufacturing.
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€88.95
FV
40.8% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 2 months ago
author updated this narrative
Intermap Technologies
BR
Broke_Joe
Community Contributor
Geospatial intelligence takes center stage as Intermap anticipates strong revenue surge
Intermap Technologies is a Canadian company operating in the geospatial intelligence sector, specializing in high-resolution 3D mapping data and terrain analytics. The company has built one of the most comprehensive proprietary global elevation datasets and offers its solutions as both data products and recurring software-as-a-service (SaaS) tools.
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CA$0.68
FV
342.7% overvalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
about 2 months ago
author updated this narrative
Games Workshop Group
RO
Robbo
Community Contributor
For the Emperor: Why Games Workshop Could Be a Star Investment
Let me preface this article by admitting my bias: I’m a big fan of Games Workshop. While I’ve never personally gotten into the tabletop game, I’m deeply drawn to the incredible sci-fi and fantasy universes the company has built.
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UK£160.00
FV
2.0% undervalued
intrinsic discount
7.56%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
3
users have commented on this narrative
36
users have followed this narrative
about 2 months ago
author updated this narrative
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